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Mortgage Tracking Analyst
4 weeks ago
General Description (SUMMARY, Scope, Purpose)
Responsible for analyzing and accurately processing insurance documentation into a loan tracking system.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Review and input insurance documentation in proprietary loan-insurance tracking system
Accurately complete all assigned tasks and/or additional tasks if needed
Identify and report areas of needed process improvement to immediate supervisor
Maintain a monthly QA assessment average of 90% or better
May be required to train/act as backup to Customer Service, answering overflow phone calls and requests for expertise, as needed, to ensure 95% service level is met each day
Initiate and sustain communication with clients and employees, as needed, to maintain accurate information in insurance tracking system
Maintain necessary relationship with clients and employees to ensure quality customer service standards are met
Maintain a working knowledge of mortgage insurance and lending
Develops and maintains positive working relationships
Other job responsibilities as assigned by management
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
Detail oriented
Ability to work in fast-paced environment
Prior data analysis experience
Skills testing may be required prior to an interview.
Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus.
Requires a working knowledge of Windows computer environment & Office software especially Excel.
Job Title: Mortgage Tracking Analyst
Licensing or certification Requirements
None required
QUALIFICATIONS
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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